FAQs in this section
How do I delete a Pinnacle WhatsApp account in Vtiger?
If you have multiple Pinnacle accounts added in Vtiger CRM, you can delete any unwanted or inactive accounts.
Follow these steps to delete a Pinnacle Account:
- Log in to the CRM.
- Go to Essentials.
- Go to Conversations.
- Select WhatsApp. The WhatsApp module opens.
- Click Settings.
- Select Provider Configuration from the drop-down.
- Hover over the Pinnacle Account record.
- Click the Delete icon. A confirmation pop-up appears with the message Are you sure you want to delete?.
- Click Ok to delete the Pinnacle account.